Retirement Done Right w/ David & Pat
Retirement Done Right is the podcast for smart, proactive retirees and pre-retirees who want to maximize their wealth, time, and lifestyle. Hosted by David Rath, CMT, CFA and Patrick Kalish, CFP® from Continuum Wealth Advisors, LLC, this show dives deep into retirement planning, investing, Social Security strategies, tax-efficient withdrawals, healthcare costs, and more—so you can retire with confidence.
Each episode delivers practical financial strategies, expert insights, and real-world advice to help you navigate the transition from career to retirement without stress. Whether you’re wondering how to create a reliable retirement paycheck, optimize your investments, or make the most of your golden years, Retirement Done Right has you covered.
🔹 New episodes every other week
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Retirement isn’t the end—it’s just the beginning. Let’s make sure you do it right.
Retirement Done Right w/ David & Pat
One Big Beautiful Bill Act - How Will It Impact Retirement, Estate Planning, & More
In this video, Continuum Group’s CPA Sarah Dorsey breaks down the proposed One Big Beautiful Bill Act and how it could impact your tax strategy, retirement savings, and financial future.
📌 Key Topics Covered:
✅ Potential tax bracket changes – Will rates stay low or increase after 2025?
✅ Estate & gift tax exemptions – How the new bill could affect wealth transfer strategies.
✅ Child tax credit & standard deduction updates – What families need to know.
✅ Business tax implications – Pass-through entity changes and new deductions.
✅ Roth conversion opportunities – Why now may be the best time to act.
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Disclosure
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status, or investment horizon. You should consult your attorney or tax advisor.
Continuum Wealth Advisors, LLC (“Continuum”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Continuum and its representatives are properly licensed or exempt from licensure.